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Selling Accounting Services - And Learning to Love Sales!

  • Accountant
  • CPA (CA)
  • CFE
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

It’s safe to say that the love affair between Accountants and sales is… well… yet to blossom. Many won’t even say the ‘S’ word, claiming that “things are different in professional services.”

But therein lies a massive opportunity because Accountants who implement just a few of the sales Best Practices common in other industries can have their clients lining up for more… while prospects seek out these forward-thinking firms.

In this webinar, we’ll take a deep dive into sales practices implemented in vibrant, growing firms. We’ll talk product, process, culture, opportunity identification, proposals, pricing, targets, negotiation, and sales training among other things. MOST IMPORTANTLY, we’ll resolve these into actionable steps you can implement in your firm.

The webinar is suited to Accountants who take growth (and sales) seriously… and recognize that a small change in behavior could realize big returns.

Learning Objectives

  • Clearly define your services to increase demand
  • Implement first-class sales processes
  • Promote a sales culture so everyone participates in sales
  • Quickly identify REAL sales opportunities so time is not wasted
  • Get out powerful proposals so clients WANT TO work with you
  • Price deals to maximize your profit
  • Set ambitious but achievable sales targets
  • Overcome any fear of negotiating and closing deals
  • Train your team to be excellent in  sales

Recommended For

  • This CPE webinar is recommended for Accounting Professionals who wants increase and retain their client base through better sales skills.

Who Should Attend?

  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Mark Ferris

Chief Executive Officer (CEO), Panalitix Pty Ltd

Mark Ferris CHAIRMAN & CEO, PANALITIX.  Mark is an entrepreneur who has founded, built and sold a number of businesses, mostly in the information technology industry. His businesses have served major multinational companies in areas including business intelligence, process improvement and procurement across Asia, North America and Europe. As an investor, Mark focuses on early-stage technology businesses with an interest in SaaS companies and providers of content. Mark lectures in an Executive MBA program on entrepreneurship, mentors numerous businesses and is a frequent speaker in business forums.

About Company

Panalitix Pty Ltd

panalitix.com

EVERY DAY, WE’RE HELPING ACCOUNTING BUSINESSES SUCCEED. We specialize in supporting accountants to make the transition to profitable ADVISORY businesses. This includes developing products / services which clients want AND which accountants can deliver successfully. We ensure these services are properly marketed, priced and sold to drive increased revenue. We empower teams within accounting businesses to be confident in delivering advisory services thereby reducing dependence on any one individual. We’ve worked with thousands of businesses around the world using leading-edge technology, expert advice and a wealth of educational content.  

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

36 Ratings

Excellent

16

Very Good

14

Average

6

Poor

0

Terrible

0

MZ

Michelle Zimmerman, CPA (US)

Sep 16th, 2021

great webinar

MS

Marsha Swanigan, Accountant, AFSP

Sep 15th, 2021

Great

Sell Accounting Services live CPE Webinar

FREE

1 Credit

Subject Area

Business Management and Organization

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